Docusign AI
6 workflows. Jobs Maito handles with Docusign, from Slack or email. Docusign connects through its MCP server, so setup is a sign-in.
$149/month per workspace · Unlimited people · AI usage billed by your provider
All Docusign workflows.
6 workflows
- Start here Retire old quote versions when one changes When a quote is revised, the old version is marked superseded and any open signature is flagged. Sales · When something happens Works with HubSpot, Salesforce.
- Start here Assemble a proposal from approved parts A first-draft proposal built from your approved modules, with the customer's details filled in. Sales · When you ask Works with Notion, Confluence, HubSpot, Salesforce, Box.
- Start here Start the project when a proposal is signed A signed proposal becomes a project with tasks, an owner and kickoff times to choose from. Operations · When something happens Works with HubSpot, Salesforce, Google Calendar, Microsoft 365, Linear, Asana.
- Get customers to sign off finished work Customers get a clear summary of finished work to sign, and disputes go to a person. Customer support · When something happens Works with Slack, Email.
- Price every change before work starts A customer's change request becomes a priced change order, so extra work never starts on a text message. Operations · When you ask Works with Slack, Email.
- Check an engagement is signed and paid Before onboarding starts, Maito checks the right agreement is signed and the retainer is paid, and nudges what's missing. Operations · When something happens Works with QuickBooks, Xero, Gmail, Microsoft 365.
Questions.
Through Docusign's MCP server. Connect it once in Maito; if it isn't connected yet, your agent sends you a link to sign in.
Only what you allow. You choose which Docusign actions Maito can use, and the workflows here prepare changes for a person to approve unless you set them to run on their own.
Sales, Operations and Customer support.
Minutes for the workspace: create it, connect your AI provider and connect Slack. Each workflow then takes one request to your agent, plus signing in to any tool it needs.
No. You set up each workflow by asking your agent in plain words. A repository is only needed for coding work.
$149 per workspace per month, with unlimited people and $20 in cloud credits each month. Your AI provider bills its usage separately.